Get the Guide to Building Your Retirement Paycheck
Saving for retirement and spending in retirement are two different skills. This guide walks through how retirees turn accounts into income, with a worked example and the questions worth answering before your first withdrawal.
What's Inside
- How to translate a lifetime of savings into reliable monthly income
- The three income approaches most retirees choose between
- A worked example you can adapt to your own numbers
- The withdrawal-order decision that affects your taxes for decades
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Caitlin John
Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As an Independent Registered Investment Advisor (RIA) firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole.
Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies for both retirees and persons preparing for retirement. With our family lineage extending beyond fifty years serving clients, Caitlin John is the culmination of our experience and passion. Our mission is to seek, introduce and deliver the most refined and forward thinking financial strategies and management techniques to our clients. Our foundation of ethics and performance standards are driven by one thing: Stewardship.